Moody National Bank Trust Division’s Pinnacle West Capital PNW Stock Holding History

Moody National Bank Trust Division’s Portfolio PNW Stock Details PNW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$353K	Sell	3,301 -5	-0.2%	-$511	0.03%	393
2026 Q1	$333K	Buy	3,306 +54	+2%	+$5.21K	0.03%	402
2025 Q4	$288K	Buy	3,252 +42	+1%	+$3.76K	0.03%	412
2025 Q3	$288K	Sell	3,210 -16	-0.5%	-$1.44K	0.02%	417
2025 Q2	$289K	Buy	3,226 +34	+1%	+$3.11K	0.03%	412
2025 Q1	$304K	Hold	3,192	–	–	0.03%	405
2024 Q4	$271K	Sell	3,192 -51	-2%	-$4.53K	0.03%	415
2024 Q3	$287K	Buy	+3,243	New	+$277K	0.03%	399
2024 Q1	–	Sell	-3,064	Closed	-$220K	–	491
2023 Q4	$220K	Sell	3,064 -5,108	-63%	-$375K	0.02%	442
2023 Q3	$602K	Hold	8,172	–	–	0.04%	333
2023 Q2	$666K	Hold	8,172	–	–	0.05%	302
2023 Q1	$648K	Buy	8,172 +88	+1%	+$6.64K	0.06%	295
2022 Q4	$615K	Hold	8,084	–	–	0.05%	292
2022 Q3	$521K	Buy	8,084 +5,023	+164%	+$370K	0.05%	316
2022 Q2	$224K	Buy	+3,061	New	+$229K	0.02%	475
2019 Q4	–	Sell	-2,132	Closed	-$206K	–	360
2019 Q3	$206K	Hold	2,132	–	–	0.01%	350
2019 Q2	$201K	Hold	2,132	–	–	0.01%	346
2019 Q1	$204K	Buy	2,132 +332	+18%	+$30K	0.01%	337
2018 Q4	$153K	Hold	1,800	–	–	﹤0.01%	339
2018 Q3	$143K	Sell	1,800 -1,900	-51%	-$153K	﹤0.01%	332
2018 Q2	$298K	Hold	3,700	–	–	0.01%	223
2018 Q1	$296K	Hold	3,700	–	–	0.02%	220
2017 Q4	$315K	Hold	3,700	–	–	0.01%	223
2017 Q3	$312K	Sell	3,700 -700	-16%	-$61.3K	0.02%	213
2017 Q2	$375K	Hold	4,400	–	–	0.02%	215
2017 Q1	$367K	Hold	4,400	–	–	0.02%	214
2016 Q4	$344K	Hold	4,400	–	–	0.02%	213
2016 Q3	$334K	Hold	4,400	–	–	0.02%	215
2016 Q2	$356K	Hold	4,400	–	–	0.02%	208
2016 Q1	$330K	Hold	4,400	–	–	0.02%	202
2015 Q4	$283K	Hold	4,400	–	–	0.02%	209
2015 Q3	$282K	Hold	4,400	–	–	0.02%	202
2015 Q2	$250K	Hold	4,400	–	–	0.02%	216
2015 Q1	$281K	Hold	4,400	–	–	0.02%	210
2014 Q4	$301K	Hold	4,400	–	–	0.02%	225
2014 Q3	$241K	Hold	4,400	–	–	0.02%	234
2014 Q2	$254K	Hold	4,400	–	–	0.02%	240
2014 Q1	$241K	Hold	4,400	–	–	0.02%	227
2013 Q4	$233K	Hold	4,400	–	–	0.02%	234
2013 Q3	$241K	Hold	4,400	–	–	0.02%	223
2013 Q2	$245K	Buy	+4,400	New	+$255K	0.02%	211

Other funds holding PNW

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Moody National Bank Trust Division's PNW Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Pinnacle West Capital (PNW) stake by 0.15% in Q2 2026, selling an estimated $511 and leaving 3,301 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #393.

Moody National Bank Trust Division first reported a position in PNW in Q2 2013 and has held it in 41 quarters since. The position peaked at $666K in Q2 2023. 257 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

Moody National Bank Trust Division held 3,301 shares of Pinnacle West Capital worth $353K as of Q2 2026.
Moody National Bank Trust Division sold 5 Pinnacle West Capital shares in Q2 2026, an estimated $511.
Pinnacle West Capital made up 0.03% of Moody National Bank Trust Division's portfolio in Q2 2026, its #393 holding.
Moody National Bank Trust Division first reported a position in Pinnacle West Capital in Q2 2013 and has held it in 41 quarters since.
Moody National Bank Trust Division's Pinnacle West Capital position peaked at $666K in Q2 2023.
257 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.